Best Family Office Toronto

Tacita Capital Inc. is a private multi-family office located in Toronto. Founded in 2005, it focuses on personalized portfolio and wealth management for wealthy Canadian families. Their clients include multi-generational families, professionals, and entrepreneurs. Michael Nairne co-founded the firm and currently serves as President and Chief Investment Officer. He is also a Chartered Financial Analyst (CFA) with extensive investment management experience.

Northwood Family Office is Canada's top multi-family office. They offer planning, investment management, wealth administration, and family engagement services to wealthy families. They start by understanding each family's unique goals and resources to create customized plans. Their strategy ensures wealth and values are passed to future generations. The firm was co-founded by Tom McCullough, the Chairman and CEO.

Boreal Family Office helps families manage their wealth to meet their unique needs. The firm provides tax planning services to help clients understand complex laws and improve their business structures. Boreal also creates customized investment strategies that fit individual goals, using a transparent fee structure and a flexible approach. The leadership team includes Niko Deng, who is the Founder and Managing Partner, and Adam Yao, who is the Chief Investment Officer.

Our Family Office helps Canada’s ultra-high-net-worth families. We provide personalized investment management, wealth advice, and financial oversight services. Their goal is to protect and grow family wealth while maintaining legacies for future generations. They provide tailored services, including careful investment management, advanced planning, and data analysis.

Cumberland Private Wealth Management is a top wealth management firm based in Toronto. They provide personalized investment strategies and financial planning services. Established in 1997, the firm helps clients align their wealth plans with their life goals. Gerald Connor, a co-founder of Cumberland, serves as Chairman. He has over 50 years of experience in investment and wealth management.

Nest Wealth is a digital wealth management platform based in Toronto. It helps individual investors, financial advisors, and financial institutions find innovative investment solutions. Established in 2014, Nest Wealth uses technology to create personalized investment portfolios. Randy Cass, the founder and CEO, has a background in investment management and financial services. His vision focuses on using technology to enhance investment experiences.

Logan Wealth Management is a wealth management firm based in Toronto. It helps clients grow and manage their financial assets. The firm offers financial planning and investment management services tailored to each client's needs. It focuses on building strong relationships with clients through personalized service and detailed financial strategies.

Bellwether Family Wealth provides financial planning and wealth management services in Toronto, Ontario. To create a unified financial strategy, they take a comprehensive approach that includes investment management, tax planning, and estate planning. As part of Bellwether Investment Management Inc., they use a national network of portfolio managers and advisors to offer personalized solutions. The team includes experienced professionals like Richard Heinrich Jr., a Senior Family Wealth Advisor with over 30 years in investment management.

Richardson Wealth Limited is a top independent wealth management firm in Canada. It offers personalized financial services for high-net-worth clients. Richardson Wealth focuses on building long-term relationships to help clients reach their financial goals with tailored advice. Their experienced advisors work closely with clients to create strategies that match individual goals and risk tolerance. The Toronto office is led by James King, the Director of Wealth Management and Branch Manager.

Perfect Timing Family Wealth is a Canadian wealth management firm founded in 1995. They provide independent financial advice for families and focus on long-term strategies to meet their main financial goals. Their services include financial planning, investment management, and business succession planning. The firm is led by partners Paul Shirer and Conor Gfroerer.